Ladenburg Thalmann Financial Services’s Dominion Energy, Inc 2016 Series A Corporate Units DCUD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-400
| Closed | -$20K | – | 5637 |
|
|
2019
Q2 | $20K | Hold |
400
| – | – | ﹤0.01% | 4068 |
|
|
2019
Q1 | $20K | Sell |
400
-239
| -37% | -$12K | ﹤0.01% | 4020 |
|
|
2018
Q4 | $30K | Sell |
639
-61
| -9% | -$2.86K | ﹤0.01% | 3634 |
|
|
2018
Q3 | $33K | Sell |
700
-1,225
| -64% | -$57.8K | ﹤0.01% | 3605 |
|
|
2018
Q2 | $89K | Hold |
1,925
| – | – | ﹤0.01% | 2824 |
|
|
2018
Q1 | $89K | Sell |
1,925
-350
| -15% | -$16.2K | ﹤0.01% | 2824 |
|
|
2017
Q4 | $118K | Sell |
2,275
-200
| -8% | -$10.4K | ﹤0.01% | 2605 |
|
|
2017
Q3 | $126K | Buy |
+2,475
| New | +$126K | ﹤0.01% | 2453 |
|